Dollar General Corporation (NYSE:DG) Receives Average Recommendation of “Hold” from Analysts

Posted by Brian Himes on Aug 29th, 2026

Dollar General Corporation (NYSE:DG – Get Free Report) has been given an average recommendation of “Hold” by the twenty-nine ratings firms that are covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, eighteen have assigned a hold recommendation and ten have assigned a buy recommendation to the company. The average 12-month price target among brokerages that have covered the stock in the last year is $134.6538.

Several brokerages have issued reports on DG. BMO Capital Markets boosted their price target on Dollar General from $120.00 to $135.00 and gave the company a “market perform” rating in a research note on Friday. Guggenheim lowered their price objective on shares of Dollar General from $160.00 to $140.00 and set a “buy” rating for the company in a research note on Wednesday, June 3rd. Morgan Stanley lifted their price objective on shares of Dollar General from $132.00 to $145.00 and gave the company an “equal weight” rating in a research note on Friday. Citigroup boosted their target price on shares of Dollar General from $116.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Jefferies Financial Group cut their target price on shares of Dollar General from $155.00 to $135.00 and set a “buy” rating on the stock in a research note on Wednesday, June 3rd.

View Our Latest Research Report on Dollar General

Institutional Trading of Dollar General

Large investors have recently made changes to their positions in the company. California State Teachers Retirement System boosted its holdings in Dollar General by 14,024.5% in the second quarter. California State Teachers Retirement System now owns 37,348,936 shares of the company’s stock worth $4,299,236,000 after acquiring an additional 37,084,509 shares in the last quarter. Vanguard Group Inc. grew its stake in Dollar General by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 27,309,045 shares of the company’s stock valued at $3,625,822,000 after acquiring an additional 412,542 shares during the period. State Street Corp increased its holdings in shares of Dollar General by 0.5% during the fourth quarter. State Street Corp now owns 11,017,002 shares of the company’s stock valued at $1,462,727,000 after acquiring an additional 53,624 shares in the last quarter. Morgan Stanley increased its holdings in shares of Dollar General by 35.0% during the fourth quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock valued at $832,513,000 after acquiring an additional 1,624,748 shares in the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of Dollar General by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock worth $754,857,000 after purchasing an additional 42,936 shares in the last quarter. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Dollar General

Here are the key news stories impacting Dollar General this week:

Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

Dollar General Stock Performance

DG stock opened at $122.57 on Monday. The firm has a market cap of $27.04 billion, a PE ratio of 15.94, a price-to-earnings-growth ratio of 1.78 and a beta of 0.23. The company has a current ratio of 1.21, a quick ratio of 0.25 and a debt-to-equity ratio of 0.49. The stock has a 50-day moving average price of $121.41 and a 200-day moving average price of $123.16. Dollar General has a 1-year low of $95.11 and a 1-year high of $158.23.

Dollar General (NYSE:DG – Get Free Report) last announced its earnings results on Thursday, August 27th. The company reported $2.48 EPS for the quarter, beating the consensus estimate of $2.01 by $0.47. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The company had revenue of $11.29 billion for the quarter, compared to analyst estimates of $11.20 billion. During the same quarter in the prior year, the company earned $1.86 EPS. The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, equities research analysts expect that Dollar General will post 7.9 earnings per share for the current year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Stockholders of record on Tuesday, October 6th will be issued a dividend of $0.59 per share. The ex-dividend date is Tuesday, October 6th. This represents a $2.36 annualized dividend and a dividend yield of 1.9%. Dollar General’s dividend payout ratio is currently 33.38%.

About Dollar General

(Get Free Report)

Dollar General Corporation is a U.S.-based variety and discount retailer operating a large network of small-format stores that serve primarily rural and suburban communities. The company is publicly traded on the New York Stock Exchange under the ticker DG and is headquartered in the Nashville/Goodlettsville, Tennessee area. Founded in 1939, Dollar General has grown from a regional operation into one of the nation’s prominent low-price retailers focused on convenience and value.

Dollar General’s stores offer a wide assortment of everyday consumables and household goods, including food and beverage items, cleaning supplies, health and beauty products, paper goods, apparel basics, seasonal merchandise and small household items.